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Wealth Analyst Jobs in Wisconsin (NOW HIRING)

BMO Capital Markets

Wealth Advisor II

Milwaukee, WI · On-site

Wealth Sales & Service Serves as the primary relationship manager for high-net-worth (HNW) and ... Breaks down strategic problems, and analyses data and information to provide insights and ...

Bank of Montreal

Wealth Advisor, Director

Wausau, WI · On-site

Wealth Sales & Service Serves as the primary relationship manager for high-net-worth (HNW) and ... Breaks down strategic problems, and analyses data and information to provide insights and ...

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Wealth Analyst information

See Wisconsin salary details

$31.3K

$73.9K

$131.2K

How much do wealth analyst jobs pay per year?

As of Aug 20, 2026, the average yearly pay for wealth analyst in Wisconsin is $73,946.00, according to ZipRecruiter salary data. Most workers in this role earn between $53,000.00 and $87,800.00 per year, depending on experience, location, and employer.

What is a wealth analyst?

A Wealth Analyst is a financial professional who assists clients with managing, growing, and protecting their wealth. They analyze financial data, assess investment opportunities, and create tailored strategies to help clients meet their financial goals. Wealth Analysts often work with high-net-worth individuals or families, providing advice on investments, estate planning, tax strategies, and risk management. Their role may also involve monitoring market trends and regularly reviewing client portfolios to ensure optimal performance.

How does a wealth analyst typically collaborate with financial advisors and clients?

Wealth Analysts play a crucial support role by working closely with financial advisors to gather and analyze clients’ financial data, prepare tailored reports, and recommend suitable investment strategies. They often participate in client meetings to present findings and address questions, ensuring advisors have accurate insights for client discussions. This collaborative environment helps Wealth Analysts develop strong communication and analytical skills, while also providing valuable exposure to complex wealth management cases, which can pave the way for career advancement within the firm.

What are the key skills and qualifications needed to thrive as a wealth analyst, and why are they important?

To thrive as a Wealth Analyst, you need strong analytical skills, financial modeling expertise, and a degree in finance, accounting, or a related field. Familiarity with portfolio management software, Bloomberg Terminal, and relevant certifications such as CFA or CFP is highly valued. Exceptional communication, attention to detail, and client relationship management are standout soft skills. These competencies are crucial for accurately advising clients, optimizing investment strategies, and building trust in a competitive financial environment.

What is the difference between Wealth Analyst vs Financial Advisor?

AspectWealth AnalystFinancial Advisor
CredentialsCertifications like CFA, CFP (optional)CFP, Series 7, 66/65
Work EnvironmentFinancial firms, investment banks, wealth management firmsIndependent practice, banks, advisory firms
Primary FocusAnalyzing investment portfolios, market research, financial modelingProviding personalized financial planning and investment advice
Client InteractionLimited, mainly internal analysisHigh, direct client engagement

While both roles involve finance and investments, Wealth Analysts focus on analyzing portfolios and market data, whereas Financial Advisors provide personalized financial planning and client advice. The roles often overlap in industry and credentials but differ in client interaction and daily tasks.

What are popular job titles related to Wealth Analyst jobs in Wisconsin?

For Wealth Analyst jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Wealth Analyst jobs in Wisconsin look for?

The top searched job categories for Wealth Analyst jobs in Wisconsin are:

Wealth Analyst jobs near you
Infographic showing various Wealth Analyst job openings in Wisconsin as of August 2026, with employment types broken down into 89% Full Time, 6% Part Time, and 5% Contract. Highlights an 80% Physical, 9% Hybrid, and 11% Remote job distribution, with an average salary of $73,946 per year, or $35.6 per hour.

Wealth Portfolio Analyst (Institutional)

Johnson Financial Group

Milwaukee, WI • On-site

Full-time

Posted 23 days ago

Johnson Financial Group rating

8.8

Company rating: 8.8 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Overview
The Portfolio Analyst (Institutional) is an exciting opportunity for an investment professional who enjoys pairing technical portfolio expertise with relationship-driven client support. In this role, you will be a key member of the Wealth Investment team, supporting portfolio management functions across client segments, partnering closely with Wealth Advisors, and contributing to Institutional and Retirement Plan Services relationships. This position offers exposure to portfolio strategy, investment analysis, client conversations, and cross-functional collaboration within a highly respected Wealth team.
This role is ideal for someone who is passionate about markets, client outcomes, and continuous learning, and who wants to grow within an organization that values thoughtful advice, strong partnerships, and long-term success.
Key Responsibilities
Client Management
  • Serve as an investment partner for Institutional and Retirement Plan Services clients by understanding goals, supporting retention and growth, and delivering a consistent, client-centric experience.
  • Execute and maintain client investment strategies, participate in client meetings, communicate portfolio positioning, and document client activity accurately in CRM.
  • Partner with Wealth Advisors to support client reviews, investment discussions, prospect opportunities, and client/advisor inquiries.

Portfolio Design & Management
  • Develop, implement, and maintain investment strategies aligned with client objectives, risk profiles, and retention goals.
  • Execute trades, rebalance portfolios, and support portfolio analytics, reporting, investment research, compliance filings, and ad hoc investment projects.

Business Development
  • Collaborate with Wealth Advisors to assess prospect needs and align investment solutions that support Institutional and Retirement Plan Services growth opportunities.
  • Represent the organization professionally in client, community, and industry settings.

Institutional and Retirement Plan Services Investment Support
  • Support investment strategy, portfolio construction, investment menu design, and manager/model portfolio oversight for Institutional and Retirement Plan Services relationships.
  • Review investment lineups, allocations, performance, expenses, risk characteristics, and other factors to support prudent recommendations and fiduciary discussions.
  • Ensure recommendations align with investment policy statements, client objectives, internal guidelines, regulatory expectations, and current market and retirement plan trends.

Collaboration
  • Partner with Wealth Advisors, Financial Planning, Private Banking, Commercial, and other internal teams to deliver integrated client solutions and seamless account support.
  • Contribute to investment strategy, client experience, training, process improvement, and strong internal partnerships across Wealth, Planning, and Investment teams.

Risk Management, Regulation & Compliance
  • Adhere to internal policies, supervisory standards, and regulatory requirements while identifying and mitigating portfolio and operational risks.
  • Maintain complete, accurate client documentation and apply sound judgment in daily client and portfolio activities.

Experience & Qualifications
  • Bachelor's degree and 4 years of investment experience. A combination of appropriate education and experience will be considered.
  • Series 65 required or needs to obtain within 90 days of hire.
  • CFA, CFP, or progress toward designation preferred.
  • Strong investment knowledge, portfolio management judgment, client communication, relationship-building, and risk awareness.
  • Ability to manage moderate portfolio complexity with accuracy, professionalism, ethical judgment, and documentation discipline.

Come as you are.
Our culture embraces diversity & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.

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